Purchases and Sales Made in Q4 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.37KNew |
$313K - $340K
|
4.37K
$344K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.35KNew |
$312K - $339K
|
4.35K
$343K
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
4.32KNew |
$310K - $337K
|
4.32K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.3KNew |
$309K - $335K
|
4.3K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
4.3K+ 47.84% |
$309K - $335K
|
13.3K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.18K+ 1.8% |
$300K - $326K
|
236K
$18.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.06KNew |
$291K - $316K
|
4.06K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.96K+ 31.05% |
$284K - $308K
|
16.7K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.95K+ 2.67% |
$283K - $308K
|
152K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.91KNew |
$280K - $304K
|
3.91K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.91K+ 1.6% |
$280K - $304K
|
248K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.88KNew |
$279K - $303K
|
3.88K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3.86KNew |
$277K - $300K
|
3.86K
$304K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.83K+ 6.36% |
$275K - $298K
|
64.1K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 83.49% |
$270K - $293K
|
8.27K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.73K+ 1.66% |
$268K - $291K
|
228K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.62K+ 103.7% |
$260K - $282K
|
7.11K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.58K+ 51.38% |
$257K - $279K
|
10.5K
$832K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.56K+ 81.93% |
$255K - $277K
|
7.9K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3.49K+ 9.18% |
$251K - $272K
|
41.5K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
3.44KNew |
$247K - $268K
|
3.44K
$271K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.42KNew |
$246K - $267K
|
3.42K
$270K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.41K+ 43.21% |
$245K - $266K
|
11.3K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.38KNew |
$243K - $263K
|
3.38K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
3.37K+ 44.71% |
$242K - $263K
|
10.9K
$861K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.25K+ 46.64% |
$233K - $253K
|
10.2K
$804K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.19KNew |
$229K - $248K
|
3.19K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.18KNew |
$228K - $248K
|
3.18K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.07KNew |
$220K - $239K
|
3.07K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
3.03K+ 5.54% |
$217K - $236K
|
57.7K
$4.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.95K+ 28.05% |
$212K - $230K
|
13.5K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.94KNew |
$211K - $229K
|
2.94K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.94KNew |
$211K - $229K
|
2.94K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.92KNew |
$209K - $227K
|
2.92K
$230K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.89KNew |
$207K - $225K
|
2.89K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
2.82KNew |
$203K - $220K
|
2.82K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.78KNew |
$200K - $217K
|
2.78K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.75KNew |
$197K - $214K
|
2.75K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.73KNew |
$196K - $212K
|
2.73K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.67KNew |
$192K - $208K
|
2.67K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.66KNew |
$191K - $207K
|
2.66K
$210K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.66KNew |
$191K - $207K
|
2.66K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.64KNew |
$190K - $206K
|
2.64K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.64KNew |
$189K - $205K
|
2.64K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.62KNew |
$188K - $205K
|
2.62K
$207K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.61KNew |
$187K - $203K
|
2.61K
$205K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.6K+ 66.73% |
$187K - $203K
|
6.49K
$512K
|
|
|
Jan 24, 2024
Q4 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
2.57K+ 5.78% |
$184K - $200K
|
47K
$3.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.56K+ 20.65% |
$184K - $200K
|
15K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.51K+ 2.73% |
$180K - $195K
|
94.5K
$7.45M
|